Accounting / CPA
The IRS requires a written security plan.
We write it — and actually implement it.
Managed IT and cybersecurity for East Texas CPA firms and tax preparers — IRS Pub 4557 compliance included, not extra.
The problem
A tax office is a one-stop shop for identity thieves
Every client file contains exactly what fraud requires: Social Security numbers, income, bank accounts, and dependents. Criminals compromise preparer systems to file fraudulent returns before your clients do — and the IRS knows it, which is why Publication 4557 and the FTC Safeguards Rule require paid preparers to maintain a Written Information Security Plan (WISP). When you renew your PTIN, you attest to it.
During filing season the stakes double: your busiest weeks are also when a locked system costs the most, and when staff are too rushed to spot a phishing email impersonating a client with "one more document."
What we provide
Compliance and protection, sized for a firm — not a Fortune 500
WISP written & maintained
The IRS Pub 4557-aligned plan, risk assessment, and annual review — a living document, not a binder that gathers dust.
Managed EDR & email security
Endpoint detection on every machine holding returns, plus filtering for the fake-client phishing that peaks every spring.
Backups that survive tax season
Verified, restorable backups of your tax software and client files — tested before April, not after a failure.
Staff training & phishing simulation
Seasonal staff get trained too — the temp scanning documents in February is your largest attack surface.
Most firms fit our Recommended tier — see cybersecurity plans and managed IT.
Be ready before next season
Free WISP and security review for East Texas firms.
Schedule Your Review